Allegiance Financial Group Advisory Services LLC
Position in GE — General Electric Co
CIK 1964068
VIENNA, VA
Position in GE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,554,716
+$311,804 QoQ
Shares Held
4,160
-5.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.54%
of 13F equity value
Holder Rank
#1,386
of 3,418 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GE Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Allegiance Financial Group Advisory Services LLC holds $2,997,204 across 4 Aerospace & Defense names. GE ranks #1 (51.9% of the industry book) .
All Filings in GE
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,554,716 | 4,160 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,242,912 | 4,380 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,280,788 | 4,158 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,113,334 | 3,701 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $952,600 | 3,701 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $761,370 | 3,804 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $516,381 | 3,096 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $350,004 | 1,856 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||